The company’s revenue from operations in Q4FY26 stood at Rs 10,892 crore, up 10% from Rs 9,894 crore in the corresponding quarter of the previous financial year.
The company’s board also recommended a dividend of Rs 2 per equity share for the financial year 2025-26, fixing Friday, June 12, 2026, as the record date to determine shareholders’ eligibility. The dividend is subject to shareholders’ approval and will be paid on or after July 1, 2026.
The profit after tax (PAT) surged 664% on a sequential basis compared to Rs 240 crore in the October-December quarter of FY26, while the topline witnessed a 7% sequential uptick versus Rs 10,181 crore in Q3FY26.
In its filing to the exchanges, Ambuja said it recorded the highest-ever sales volume in a quarter at 19.9 million tonnes, recording a growth of 10% YoY. The revenue was also the highest ever while the operating Earnings Before Interest, Taxes, Depreciation and Amortisation (EBITDA) stood at Rs 1,464 crore with a margin at 13.4%. The PMT EBITDA stood at Rs 735 in the quarter under review, and Ambuja continues to remain debt-free.
Impact of West Asia conflict
The company informed about the cost pressures from fuel, diesel, packaging bag supply constraints, and rupee depreciation, which impacted this quarter and are expected to continue in H1 FY2027. Ambuja Cements also said it is actively strengthening cost-mitigation measures through fuel mix optimisation, higher renewable energy usage, reducing logistics costs via rail and sea, and disciplined production and inventory management.
Amalgamation of Sanghi and Penna Cement with Ambuja Cements was completed, and Sanghi got delisted with effect from April 6, 2026. ACC and Orient Cement filed the necessary applications with BSE and NSE. Companies are currently awaiting no-objection certificates from Sebi.During Q4, clinkering line with 3 MTPA at Jodhpur was commissioned, and a trial run has started for a 1.2 MTPA Dahej GU Line 2.
Management commentary
Whole Time Director and CEO Vinod Bahety said FY26 was a year of resilience for the cement sector, which has witnessed consolidation, GST 2.0 reforms on one side, while adverse weather conditions, global geo-political factors and state elections affected some or the other way.
“Against this backdrop, Ambuja Cements delivered a resilient performance for the year with highest ever annual volume of 73.7 MnT, revenue of Rs 40,656 crore, EBITDA at Rs 6,539 crore (Rs 887 PMT) and normalised PAT of Rs 2,647 Cr,” Bahety said.
Also read: BHEL shares soar 13% after Q4 net profit rockets 156% YoY to Rs 1,290 crore, revenue up 37%
“We remain focused on stabilising new capacities, strengthening operating efficiency and improving asset utilisation, supported by a debt‑free balance sheet, strong liquidity and the highest credit ratings. While India’s long-term infrastructure growth story remains fundamentally strong, the outlook for FY’27 growth remains soft due to current geopolitical challenges and early forecast of below normal monsoon. We expect industry demand at 5% for FY 27,” he added.
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